Valuentum Securities Exclusive Analysis for the Discerning Investor

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Testimonial: "At Concinnity, we believe in sustainable capitalism and that companies guided by a multi-stakeholder operating system are best positioned to meet stakeholder expectations and flourish. Valuentum's research, data and services play an important role in providing a holistic view of a company by evaluating each entity from a variety of different perspectives. The ability of the Valuentum Buying Index to convey such a holistic view within the investment context continues to be an informative part of the Concinnity process." -- Rick Frazier, Concinnity Advisors, LP

Note: We've released a new, updated report since the publication of the following case study. To download a study on the evaluation of 20,000+ individual time series of Valuentum Buying Index ratings, please see here.

By Valuentum Editorial Staff

Let's take a look at the results of a case study of an institutional money manager's application of the Valuentum Buying Index rating system.

Please be sure to consult your personal financial advisor if any idea or strategy is right for you.

The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading. Valuentum is an investment research publishing company. Past results are not a guarantee of future performance.

Please be sure to consult your personal financial advisor if any idea or strategy is right for you.

The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading. Valuentum is an investment research publishing company. Past results are not a guarantee of future performance.

Originally published October 3, 2014.